Peacock
1K posts

Peacock
@GoSouth99
Not advice to buy/sell tangible/intangible assets. Links not endorsed.
USA Katılım Eylül 2013
1K Takip Edilen323 Takipçiler
Peacock retweetledi

@CryptoTice_ @DavidBCollum Trump just flew 30 top CEO Executives to China 🇨🇳 because of future economic desperation not because of anything else. Bubble, Bubble we’re in Trouble. Gold solves this and gold miners solves gold’s demand.
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BREAKING:
The new Fed Chair just signaled a major shift.
Kevin Warsh says QE is fueling inflation.
The Fed's massive balance sheet is part of the problem.
"The Fed should exit markets outside of crises."
This is not Powell talking.
This is a completely different philosophy.
Powell printed. Warsh wants to stop.
Powell expanded the balance sheet. Warsh wants to shrink it. $6,700,000,000,000 in Fed assets.
Warsh just told you that number needs to come down.
- Less liquidity.
- Higher rates for longer.
- Risk assets reprice.
The market has been betting on easy money.
The new Fed Chair just bet against it.
Everything changes on today.
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Peacock retweetledi

@J_Wise_geology Mark Hill (New Barrick CEO) says Barrick’s new updated dividend policy is a payout of half of their quarterly Free Cash Flow. He’s suspended construction on Reko Diq and now is seeking a new Mali contractor for its sprawling gold complex. June & September dividends should be huge
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📈 Silver is on a tear, now the second most traded precious metal in the world, behind only gold.
Why? Because we actually use it.
It’s the best conductor of electricity that doesn’t corrode. You’ll find it in solar panels, EVs, smartphones, data centers, 5G infrastructure, and AI chips. Each solar panel alone uses a surprising amount of silver paste.
The problem?
Silver isn't mined directly, it’s mostly a byproduct of other mining. And because it’s used in tiny amounts across millions of products, very little gets recycled. So industrial demand is eating supply.
Silver is in a rare spot where it’s both a high-tech industrial metal and a monetary safe-haven. People are buying it as protection against financial chaos, while factories are hoovering it up for the green/AI boom.
That dual demand is why silver is suddenly looking very shiny.
Source: @johnnyharris YT

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IRGC: We are 100% ready, our finger is the trigger… “powerful attack on predetermined targets”
“a harsher lesson than before.”
Open Source Intel@Osint613
IRAN WARNS OF IMMEDIATE STRIKES Islamic regimes Khatam al-Anbiya command says forces are at “100% readiness,” warning any attack will trigger immediate strikes on pre-designated targets and a “harsher lesson” for the U.S. and Israel.
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@shanaka86 Wouldn’t they have to audit before they revalued; hence, no audits?
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The US Treasury owns 261,498,926 fine troy ounces of gold.
It carries them on the books at $42.2222 an ounce.
Gold closed Monday near $4,809.
The gap between book value and market value is roughly $1.25 trillion, sitting on the government balance sheet, invisible to every fiscal model that uses the statutory price.
This is the asymmetry almost no allocator is pricing correctly.
The reserve currency issuer is quietly the largest holder of the competing reserve asset. Every $100 gold rises adds approximately $26.15 billion to the Treasury’s unrecognised mark to market. Congress can monetise it with a single vote under the same authority used in 1934 and 1973. H.R. 3795 sits in House Financial Services, sponsored by Massie. Ten months without markup.
Bessent has publicly waved revaluation off. But waving off an option is not the same as extinguishing it, and a Treasury with $1.25T of dormant balance sheet optionality does not extinguish options on live television.
Meanwhile the architecture has rearranged beneath the dollar, not against it.
The IMF’s Q4 2025 COFER release left the dollar’s share of allocated reserves at 56.77%, effectively unchanged. Anyone selling a de-dollarisation story off that number is not reading carefully. The liquidity layer of the global reserve system is intact and will remain intact.
What changed is the solvency layer.
Central banks now hold roughly 38,000 tonnes of gold, of which the US alone holds 8,133 tonnes. At spot the aggregate is worth approximately $5.9 trillion. That exceeds the $4.04 trillion in foreign official US Treasury holdings reported in the TIC for February 2026. The crossover is not substitution. It is separation of the dollar’s liquidity function from its solvency function, with the second reassigned to the only reserve asset that cannot be frozen by political decision.
The 2022 Russia freeze is the pivot. Before February 2022, IMF gold reporting compliance was broad. After, it collapsed. Weiss’s IFDP 1420 for the Fed acknowledges in footnote 15 that World Gold Council estimates of aggregate central bank gold buying have exceeded visible IMF flows by more than a factor of two since 2021. The difference is not a rounding error. It is a regime.
Independent reconstructions by Societe Generale, Plenum Research, and Jan Nieuwenhuijs converge on a People’s Bank of China position substantially above the 2,313 tonnes officially reported. Nobody disputes that a dispute of this scale exists over the reserve currency’s largest official counterparty.
The 2025 WGC survey is the behavioural fingerprint. Ninety five percent of reserve managers expect global central bank gold reserves to rise. Forty three percent expect their own institution to add. Zero percent expect their own institution to sell.
Not one.
That is not a survey. It is a census of an equilibrium no individual player has incentive to break.
Three scenarios on the US silent long. Denial as commitment at 35 percent. Denial as tactical optionality at 45 percent, the modal reading. Denial as pre-positioning at 20 percent. The buy call does not need Congress to revalue. It needs the option to stay live and the coordination to hold. Both currently do.
The falsifier is clean. A formal Treasury memorandum or OLC opinion ruling out revaluation collapses the tail. Coordinated central bank selling above 100 tonnes a month across three or more sovereigns for two months breaks the equilibrium. Until one of those prints, the architecture is intact.
Two headline numbers hide this from most models. The statutory gold price of $42.22 on the Treasury’s books. The stable COFER dollar share of 56.77%. Both are correct. Neither describes where the reassignment is actually happening.
The benchmark has moved. The capital has not. That is the trade.
open.substack.com/pub/shanakaans…

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@KobeissiLetter @PopescuCo Perhaps this time Iran’s neighbors join in the bloodbath and the regime falls; after all, what have they got to lose, the neighborly relationships have changed forever.
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@TreyYingst No point trying to make a deal with those terrorists. Waste of time
they are chanting death to America in the parliament
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“Compression of Time”: Why Gold Moves Are Speeding Up | Wagner
Gold and silver are entering a critical technical phase as volatility accelerates and market moves compress into shorter, more aggressive cycles. After rallying from roughly $4,000 to $5,600, gold corrected sharply to $4,100 and is now attempting to reclaim key resistance near $4,900. In this episode of Chart This, Gary Wagner, editor of The Gold Forecast, explains why $4,900 is the level to watch, noting that a breakout could open the path toward $5,100 and a potential retest of the highs. He also points to the recent pattern of a lower high and lower low as a sign that the market is still in transition.
Full video at Kitco:
youtube.com/watch?v=tqK73A…
Wagner also highlights what he calls a “compression of time” across commodities, where major price swings that once took years are now unfolding in weeks. From silver’s 162% rally and sharp retracement to crude oil’s rapid spikes tied to geopolitical events, he outlines how extreme volatility is reshaping trading conditions.
Recorded April 16, 2026.
00:18 - Gold rally and correction setup
01:12 - Support vs resistance explained
03:49 - Momentum indicators and overbought signals
05:37 - Key gold breakout level at $4,900
06:19 - Silver outperforming gold rally
08:01 - Silver targets $80, $90 and $96 resistance
10:39 - “Compression of time” in markets
11:50 - Crude oil spikes on geopolitical shocks
14:16 - Candlestick trading book recommendations
15:55 - Candlesticks vs Heikin Ashi explained

YouTube

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@EconomicTimes Iran honestly believes it’s in the driver’s seat and you can’t have a ride unless you pay a fare, only problem- there isn’t a bus 🚌
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Trump accuses Iran of 'total violation' of ceasefire, threatens new attacks unless it takes deal
economictimes.indiatimes.com/news/internati…
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Peacock retweetledi

“American military and intelligence officials estimate that, after weeks of war, Iran still has about 40 percent of its arsenal of attack drones and upward of 60 percent of its missile launchers — more than enough to hold shipping in the Strait of Hormuz hostage in the future.”
nytimes.com/2026/04/18/us/…

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